Filed March 5, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2+ years Filed as: EISNERAMPER Service code 16 · EIN 13-1639826 | Consulting | $26,618 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,833 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,288 | $153,772-53.0% | $133,980-46.0% | $273,961-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.13% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $129,378 | $6,029+2046.0% | $5,211+2382.6% | $4,869+2557.3% |
| Participant deferral / active EE | $23,625 | $6,958+239.5% | $6,282+276.1% | $5,287+346.8% |
| Admin fee / account holder | $192 | $11,765-98.4% | $9,324-97.9% | $10,132-98.1% |